A daily portfolio monitor is an automated check that runs against your positions every morning, reports what changed overnight, and flags anything that needs attention. With MCP, the monitor is a natural language prompt that Claude runs against a pre-loaded financial database, not a dashboard you have to build or maintain.
This is different from a stock screener. A screener scans the whole market for new ideas. A portfolio monitor checks positions you already hold. The input is your ticker list. The output is a status report per position. The question is not "what should I look at?" but "has anything changed?"
Shibui Finance covers 10,000+ US equities with daily prices, 56 technical indicators, quarterly financials, daily valuations, and SEC insider transactions. For connection setup, see the MCP connection guide. For the full data inventory, see the data sources page.
What a daily portfolio monitor checks
Price vs. technical levels
Current price relative to the 50-day and 200-day SMA, RSI, MACD signal, and Bollinger Band position. Catches trend changes and overbought/oversold conditions before they become obvious.
Fundamental changes
Trailing P/E shift from last quarter, revenue or margin surprises, and valuation moves. Spots when the thesis behind a position changes at the earnings level, not just the price level.
Insider activity
Form 4 transactions in the last 14 or 30 days. Flags when insiders at companies you hold are buying or selling. Insider cluster buying across multiple officers is a stronger signal than a single transaction.
Upcoming catalysts
SEC filing activity, recent 8-K events, and earnings dates. Alerts you to regulatory filings or corporate events before the market reacts. See the SEC filings hub for coverage details.
How to build the monitoring prompt
List your tickers and describe what to check for each position. Claude queries the database once per ticker and returns a structured report.
"For each of these stocks: AAPL, MSFT, NVDA, JNJ, PG. Show the current price, 50-day SMA, 200-day SMA, RSI, trailing P/E, and whether any insiders filed Form 4 transactions in the last 30 days. Flag if price is below the 200-day SMA or RSI is above 70 or below 30."
This prompt joins four data domains in one pass: daily prices, technical indicators, valuations, and SEC insider transactions. A brokerage alert system would require separate configurations for each. Here it is one English paragraph.
Start with a small portfolio (3-5 tickers) and verify the output matches what you expect. Once the results are consistent, expand to your full watchlist and add more conditions. For output format options (JSON, CSV, Markdown), see the output format guide.
How to track entry prices and position context
A portfolio monitor is more useful when Claude knows your entry price, target, and stop for each position. Store that context in a plain text file and reference it in the prompt.
# ~/portfolio.txt
# symbol entry_price target stop notes
AAPL 185.20 210.00 170.00 Core position, added June
MSFT 420.50 480.00 390.00 Cloud thesis
NVDA 125.80 150.00 110.00 AI capex cycle
JNJ 155.00 175.00 145.00 Dividend anchor
PG 168.30 185.00 155.00 Consumer staples hedgeThen reference it in the prompt:
"Read my portfolio from ~/portfolio.txt. For each position, show: current price, gain/loss from entry, distance to target and stop as a percentage, 50-day and 200-day SMA, RSI, and any insider transactions in the last 30 days. Flag positions where price is within 3% of the stop or within 5% of the target."
Claude reads the file, queries Shibui for each ticker, calculates the distances from your levels, and produces a report with your context embedded. Update the text file when you open or close positions. The prompt stays the same.
How to add alert conditions to a portfolio monitor
Alert conditions turn a status report into an action list. Add conditional instructions that assign a severity level per position.
"For each stock in ~/portfolio.txt, check the following and assign a status: RED (action needed): - Price dropped below the 200-day SMA - Price is within 2% of the stop loss - RSI below 25 (extreme oversold) - Any insider sold more than $500K in the last 14 days YELLOW (watch closely): - Price between the 50-day and 200-day SMA (weakening trend) - RSI above 70 or below 35 - Trailing P/E increased more than 20% from last quarter - Price within 5% of the target GREEN (on track): - Everything else Return as a JSON array with keys: symbol, status, price, entry_price, pct_gain, flags. List RED positions first, then YELLOW, then GREEN."
This prompt produces machine-readable output you can pipe to a file or feed into a notification system. The RED/YELLOW/GREEN framework gives you a prioritized morning checklist. Only the RED and YELLOW positions need your attention.
Adjust the thresholds to match your style. A momentum trader might flag any position where RSI drops below 50. A value investor might only care about fundamental changes and insider selling. The conditions are English sentences, not config files.
Free, no API key, works on all Claude plans.
Connect now →How to schedule a daily portfolio check
Scheduling works the same way as for automated screeners. The only difference is the prompt. Here is the cron example for a portfolio monitor that runs before US market open:
# crontab entry: runs at 6:30 AM ET on trading days
30 10 * * 1-5 claude -p "$(cat ~/portfolio-monitor-prompt.txt)" \
--allowedTools 'mcp__shibui-finance__*' \
> ~/portfolio/daily-report-$(date +\%Y-\%m-\%d).json 2>&1
Save your monitoring prompt (including alert conditions) to a text file.
The cron job reads it, runs the check, and writes the output to a dated
JSON file. You can also use Claude Code's /schedule command
for a cloud-based recurring agent. See the
scheduling guide
for details on both approaches.
How daily MCP monitoring compares to other tools
Most portfolio tracking tools offer preset alerts. Brokerage platforms notify you when a stock hits a price target. TradingView fires alerts on technical conditions. Portfolio trackers like Stock Rover or Koyfin send email digests. None of them let you define arbitrary conditions in plain English or combine fundamentals, technicals, and insider data in a single check.
| Feature | Shibui MCP | Brokerage Alerts | TradingView | Portfolio Trackers |
|---|---|---|---|---|
| Price | Free | Free with account | $14.95-59.95/mo | $7.99-27.99/mo |
| Custom conditions | Any criteria in English | Preset thresholds | Pine Script | Preset filters |
| Fundamental monitoring | Quarterly + daily valuations | Limited | None | Dashboard only |
| Insider transaction alerts | Forms 3/4/5 data | None | None | None |
| Natural language | Full | None | None | None |
| Combined multi-domain checks | One prompt, all data | Separate configs | Pine only | Separate tabs |
| Scheduled reports | Cron or /schedule | Push notifications | Email/webhook | Email digests |
| Historical context | 64 years of data | Current only | Chart history | Limited |
Limitations: Shibui provides end-of-day US equity and ETF data with roughly a one-day lag. No intraday price alerts, no real-time quotes, no international markets. If you need instant notifications when a stock hits a price level during the trading day, use your brokerage's built-in alerts for that. Shibui is better suited for the morning pre-market review: checking what happened yesterday, what changed at the fundamental level, and what needs your attention today. Full coverage details on the data sources page. This is a data tool, not financial advice.
Frequently asked questions
What is a daily portfolio monitor with AI?
A daily portfolio monitor is an automated check that runs against your positions every morning, reports what changed overnight, and flags anything that needs attention. With MCP, the monitor is a natural language prompt that Claude runs against a financial database. You describe what to check in English, not code. See How to Screen Stocks with AI for the broader context on natural language queries.
Can I track my portfolio with Claude?
Yes. Connect Shibui Finance to Claude via MCP, list your tickers, and ask Claude to check each position against technical levels, fundamental metrics, and insider activity. Claude queries the database and returns a position-by-position report. Schedule the prompt to run daily for automated monitoring. Setup takes under two minutes. See the connection guide.
What metrics can a daily portfolio check cover?
Shibui covers daily prices (current vs entry, vs 50/200-day SMA), 56 technical indicators (RSI, MACD, Bollinger Bands, ADX, ATR), quarterly and annual financials (revenue, margins, earnings, cash flow), daily valuations (trailing P/E, EV/EBITDA, P/S, FCF yield, market cap), and SEC insider transactions (Forms 3/4/5 with buy/sell flags). All queryable in one prompt. Full inventory on the data sources page.
How do I add alert conditions to a portfolio monitor?
Add conditional instructions to the prompt. For example: "Flag any position where price dropped below the 200-day SMA. Highlight if RSI is above 70 or below 30. Note any insider selling in the last 14 days." Claude evaluates each condition per position and marks the status in the output. You can assign severity levels (RED/YELLOW/GREEN) and request the output sorted by severity. See the alert conditions section above.
Does this work with ChatGPT or only Claude?
It works with any MCP-compatible client: Claude (web, desktop, and
Code), ChatGPT, Codex, and custom agents. Connect via streamable HTTP
transport to mcp.shibui.finance/mcp. No API key required.
See the ChatGPT setup guide
for details.
How often is Shibui data updated?
Daily. Prices, technical indicators, and valuations update after US market close. Fundamentals update within days of earnings releases. SEC filings update every 5 minutes from the EDGAR feed. Data has roughly a one-day lag for prices, which is fine for a pre-market morning review but not for intraday alerts.